Jessie Lin

Jessie Lin Email and Phone Number

Relationship Manager at Coast Capital savings & Worldsource Financial Management Inc. @ Coast Capital Savings
surrey, british columbia, canada
Jessie Lin's Location
Vancouver, British Columbia, Canada, Canada
Jessie Lin's Contact Details

Jessie Lin work email

Jessie Lin personal email

n/a
About Jessie Lin

I have worked in the banking industry since 2005. I'm interested in networking, and learning about investment strategy to help my clients grow their assets and reach their goals. If you are interested in my service, please do not hesitate to reach out to me. My goal is to make your dreams come true

Jessie Lin's Current Company Details
Coast Capital Savings

Coast Capital Savings

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Relationship Manager at Coast Capital savings & Worldsource Financial Management Inc.
surrey, british columbia, canada
Employees:
1586
Jessie Lin Work Experience Details
  • Coast Capital Savings
    Relationship Manager
    Coast Capital Savings Aug 2024 - Present
    British Columbia, Canada
  • Coast Capital Wealth Management
    Financial Planner
    Coast Capital Wealth Management Aug 2022 - Aug 2024
    Richmond, British Columbia, Canada
    Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities and life insurance products. The views and opinions expressed are strictly my own and are not necessarily those of my employer. Information concerning financial markets that may be shared here was developed at a particular point in time and is subject to change at any time. Every effort has been made to compile this information from reliable sources, however, no warranty can be made as to… Show more Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities and life insurance products. The views and opinions expressed are strictly my own and are not necessarily those of my employer. Information concerning financial markets that may be shared here was developed at a particular point in time and is subject to change at any time. Every effort has been made to compile this information from reliable sources, however, no warranty can be made as to its accuracy or completeness. Investors need to seek appropriate professional advice before making any financial decisions. It may also include forward looking statements concerning anticipated results, circumstances, and expectations regarding future events. Forward-looking statements require assumptions to be made and are, therefore, subject to inherent risks and uncertainties. There is significant risk that predictions and other forward looking statements will not prove to be accurate. Mutual funds are not guaranteed or insured by any financial institution, government or other deposit insurer. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing. Mutual funds are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other products and services are offered from the entities listed below: Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd provides investment and financial planning services. Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities and life insurance products. Show less
  • Coast Capital Wealth Management
    Finance Associate
    Coast Capital Wealth Management Jul 2021 - Aug 2022
    Richmond Center
  • Worldsource Financial Management Inc.
    Financial Planner
    Worldsource Financial Management Inc. Aug 2022 - Aug 2024
     The views and opinions expressed are strictly my own and are not necessarily those of my employer. Information concerning financial markets that may be shared here was developed at a particular point in time and is subject to change at any time. Every effort has been made to compile this information from reliable sources, however, no warranty can be made as to its accuracy or completeness. Investors need to seek appropriate professional advice before making any financial decisions. It may… Show more  The views and opinions expressed are strictly my own and are not necessarily those of my employer. Information concerning financial markets that may be shared here was developed at a particular point in time and is subject to change at any time. Every effort has been made to compile this information from reliable sources, however, no warranty can be made as to its accuracy or completeness. Investors need to seek appropriate professional advice before making any financial decisions. It may also include forward looking statements concerning anticipated results, circumstances, and expectations regarding future events. Forward-looking statements require assumptions to be made and are, therefore, subject to inherent risks and uncertainties. There is significant risk that predictions and other forward looking statements will not prove to be accurate. Mutual funds are not guaranteed or insured by any financial institution, government or other deposit insurer. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing. Mutual funds are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other products and services are offered from the entities listed below: Show less
  • Coast Capital Savings
    Relationship Manager
    Coast Capital Savings Feb 2018 - Jul 2021
    Richmond, British Columbia, Canada
  • Rbc
    Financial Advisor
    Rbc Dec 2011 - Jan 2015
  • Hsbc
    Account Manager
    Hsbc Jun 2005 - Dec 2011

Jessie Lin Education Details

Frequently Asked Questions about Jessie Lin

What company does Jessie Lin work for?

Jessie Lin works for Coast Capital Savings

What is Jessie Lin's role at the current company?

Jessie Lin's current role is Relationship Manager at Coast Capital savings & Worldsource Financial Management Inc..

What is Jessie Lin's email address?

Jessie Lin's email address is je****@****rbc.com

What schools did Jessie Lin attend?

Jessie Lin attended Trinity Western University.

Who are Jessie Lin's colleagues?

Jessie Lin's colleagues are Margo Johnson, Joanne Dela Cruz, Charlotte Pecknold, Shaveta (Suzy) Kumar, Heather Herr B.a., Isabela Galbin-Pristavu, Greg Toews, Cpa, Cma, Cfp, Mba.

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